13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001696136
申报总市值
US$3.7亿
US$3.7亿
102 檔
43.1%
Q2 2025 季度申报显示，Omnia Family Wealth, LLC 披露的美股组合总市值为 US$3.7亿，涵盖 102 个不同之权益投资仓位。
在 Q2 2025，Omnia Family Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 15 个新仓位，并对 20 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Omnia Family Wealth, LLC 的前 5 大核心持股（包含 VTI, GLD, SGOV 等）合计占整体申报市值的 43.1%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 35.99% | -1.38% | +2.58% | |
| 2 | GLD | Spdr Gold Shares | ETF-避险与商品 | 6.72% | -2.16% | -0.57% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 6.14% | +2.37% | +10.22% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.79% | -0.29% | +10.95% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.59% | -0.42% | -0.10% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.60% | -0.05% | +76.59% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.03% | -0.08% | -1.46% | |
| 8 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.92% | -0.97% | -5.36% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | -0.20% | +7.43% | |
| 10 | ARES | Ares Management CORP - A | 股票-金融 | 2.20% | — | -0.17% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.07% | -0.01% | +12.46% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.03% | — | -9.66% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.98% | -0.08% | -11.14% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.48% | — | +9.01% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.33% | -0.06% | -1.72% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | -0.07% | +8.75% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | +0.05% | +13.10% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.77% | -0.07% | +5.45% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.15% | +10.24% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | +0.07% | +6.37% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | -0.06% | +2.57% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | -0.05% | — | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | +0.04% | — | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.51% | +0.03% | +14.08% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | — | +13.73% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | -0.03% | -2.16% | |
| 27 | TSLA | Tesla Inc | 股票-周期性消费 | 0.45% | +0.01% | +20.32% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.52% | +14.01% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | -0.17% | +4.90% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | -0.05% | +13.96% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.31% | -0.11% | +3.45% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.30% | -0.01% | -6.62% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 0.29% | -0.03% | +6.96% | |
| 34 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.28% | — | -0.29% | |
| 35 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.25% | -0.08% | -1.67% | |
| 36 | NFLX | Netflix Inc | 股票-通信服务 | 0.25% | -0.04% | +15.11% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.24% | -0.05% | +12.79% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.23% | +0.03% | +43.85% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.23% | -0.05% | +1.03% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.21% | -0.03% | +0.30% | |
| 41 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.20% | -0.03% | +5.08% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.20% | -0.03% | +17.49% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.19% | +0.02% | +4.25% | |
| 44 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.18% | -0.01% | -4.28% | |
| 45 | MSI | Motorola Solutions Inc | 股票-科技 | 0.18% | -0.03% | -3.56% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.16% | -0.01% | +5.37% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.15% | +0.02% | +15.32% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.15% | -0.06% | — | |
| 49 | PCAR | Paccar Inc | 股票-工业 | 0.14% | -0.02% | -2.14% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.14% | +0.06% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.5% | +76.59% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | +12.46% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.5% | +7.43% | 加仓 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.3% | +10.95% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +8.75% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.2% | +14.08% | 加仓 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +9.01% | 加仓 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | 新建仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.10% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.1% | +20.32% | 加仓 |
| 12 | AMD | Advanced Micro Devices | +0.1% | +14.01% | 加仓 |
| 13 | LIN | Linde plc | +0.1% | NEW | 新建仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +10.24% | 加仓 |
| 15 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 16 | COF | Capital One Financial CORP | +0.1% | NEW | 新建仓 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 18 | ABT | Abbott Laboratories | +0.1% | NEW | 新建仓 |
| 19 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 20 | INTU | Intuit Inc | +0.1% | NEW | 新建仓 |
| 21 | ADBE | Adobe Inc | +0.1% | NEW | 新建仓 |
| 22 | SPGI | S&p Global Inc | +0.1% | NEW | 新建仓 |
| 23 | BN | Brookfield CORP | +0.1% | NEW | 新建仓 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +2.57% | 加仓 |
| 25 | NFLX | Netflix Inc | +0.1% | +15.11% | 加仓 |
| 26 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | 新建仓 |
| 27 | GILD | Gilead Sciences Inc | +0.1% | NEW | 新建仓 |
| 28 | NOW | Servicenow Inc | +0.1% | NEW | 新建仓 |
| 29 | ARES | Ares Management CORP - A | +0.1% | -0.17% | 减仓 |
| 30 | ORCL | Oracle CORP | +0.1% | +16.37% | 加仓 |
| 31 | HD | Home Depot Inc | 0% | +43.85% | 加仓 |
| 32 | BAC | Bank Of America CORP | 0% | +4.90% | 加仓 |
| 33 | V | Visa Inc-class A Shares | — | +13.73% | 加仓 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 35 | MA | Mastercard Inc - A | -0.1% | +5.45% | 加仓 |
| 36 | CMCSA | Comcast Corp-class A | -0.1% | -33.40% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -35.18% | 减仓 |
| 38 | SLB | Slb LTD | -0.1% | EXIT | 清仓 |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | 清仓 |
| 40 | AMGN | Amgen Inc | -0.1% | EXIT | 清仓 |
| 41 | VO | Vanguard Mid-cap ETF | -0.1% | -1.72% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.1% | -6.62% | 减仓 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.16% | 减仓 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -9.66% | 减仓 |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -0.10% | 减仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | EXIT | 清仓 |
| 47 | SGOV | Ishares 0-3 Month Treasury B | -0.3% | +10.22% | 加仓 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | +2.58% | 加仓 |
| 49 | GLD | Spdr Gold Shares | -0.7% | -0.57% | 减仓 |
| 50 | AAPL | Apple Inc | -0.8% | -1.46% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Omnia Family Wealth, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 102 个公开持股仓位。
在 Q2 2025 季度，Omnia Family Wealth, LLC 按市值排列的前三大核心持股分别为：VTI (36.0%)、GLD (6.7%)、SGOV (6.1%)。其中最大持股仓位 VTI 占据整体投资组合约 36.0% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
PLTR
市值: US$40.2万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$58.9万
在 Q2 2025 季度中，Omnia Family Wealth, LLC 共进行了 49 项持仓异动，包含新建仓 15 个仓位、加仓 20 个仓位、减仓 10 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 PLTR。 本季清仓仓位包含 UNH。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。